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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
1725 Hughes Landing Blvd. Suite 1250, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2015 | 10/2019 |
| Sagepoint Financial, Inc. | The Woodlands | TX | 11/2019 | 09/2023 |
| Osaic Wealth, Inc. | The Woodlands | TX | 09/2023 | Present |
HARMAN WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/05/2019 ADDRESS: 1725 Hughes Landing, 1250, The Woodlands TX 77380, United States DESCRIPTION: Wealth manager for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
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